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Semiconductors

The full thread of our Broadcom coverage — a running record of every development we've tracked, with the VC take on each.

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Jun 18, 2026
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  1. AIOpenAI Unveils 'Jalapeño,' Its First Custom AI Chip, Built With Broadcom for Inference at Scale→
  2. AIAnthropic Locks 3.5-Gigawatt Google TPU Deal as It Passes OpenAI on Revenue→

All Coverage

AIFirst custom inference chip

OpenAI Unveils 'Jalapeño,' Its First Custom AI Chip, Built With Broadcom for Inference at Scale

OpenAI revealed Jalapeño, its first in-house silicon -- a chip designed with Broadcom and purpose-built for running AI models (inference) rather than training them. OpenAI says early results show 'significantly better performance-per-watt' than current state-of-the-art alternatives, marking its most concrete step yet to reduce a near-total dependence on Nvidia GPUs.

Jun 24, 2026
AI

Anthropic Locks 3.5-Gigawatt Google TPU Deal as It Passes OpenAI on Revenue

Anthropic committed to roughly 3.5 gigawatts of Google TPU capacity through 2031 via Broadcom -- one of the largest disclosed AI compute contracts ever -- as the company's revenue run rate hit a reported $30 billion annualized, up from $14 billion in February, overtaking OpenAI. The pairing of an enormous non-Nvidia compute deal with surging revenue marks a power shift in the model race.

Jun 18, 2026